Complete Schedule R, Credit for the Elderly or Disabled
Schedule R to claim a nonrefundable credit for the elderly or disabled. Taxpayers age 65 or older, or under age 65 and receiving disability income due to permanent and total disability, may be eligible for the credit.
Follow these steps to complete Schedule R.
- On the1040screen in theGeneralfolder, enter the claimant's date of birth. If married filing jointly, also enter the spouse's date of birth.
- If the client isn't disabled, skip to Step 5. Otherwise, go to theCrscreen in theCreditsfolder.
- Mark any necessary disability statement items and enter theDate permanently and totally disabled.
- Enter the nontaxable disability or pension income received, and the total taxable disability income for the taxpayer and spouse.
- Enter all income, itemized deductions, and credits to complete the return.
- In Forms view, Schedule R is completed if the client qualifies for the credit.noteA diagnostic is created if the taxpayer isn't eligible to take Schedule R credit.
